MIM

Macroview Investment Management Portfolio holdings

AUM $122M
1-Year Est. Return 16.19%
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65.9M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$1.92M
3
+$1.69M
4
IIM icon
Invesco Value Municipal Income Trust
IIM
+$1.42M
5
SO icon
Southern Company
SO
+$1.39M

Top Sells

1
+$6.12M
2
+$2.63M
3
+$2.42M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.09M
5
PPH icon
VanEck Pharmaceutical ETF
PPH
+$401K

Sector Composition

1 Utilities 13.37%
2 Real Estate 10.39%
3 Consumer Staples 0.48%
4 Energy 0.45%
5 Communication Services 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$41K 0.06%
1,137
+106
52
$40K 0.06%
2,100
+1,120
53
$38K 0.06%
1,365
+562
54
$36K 0.05%
2,000
55
$34K 0.05%
180
56
$34K 0.05%
560
+510
57
$33K 0.05%
1,074
58
$32K 0.05%
+1,176
59
$31K 0.05%
2,251
60
$30K 0.05%
239
-2,234
61
$26K 0.04%
500
62
$25K 0.04%
618
+280
63
$25K 0.04%
1,035
+727
64
$25K 0.04%
85
-28
65
$24K 0.04%
500
66
$23K 0.03%
260
-340
67
$23K 0.03%
500
68
$23K 0.03%
1,000
-100
69
$23K 0.03%
+1,250
70
$22K 0.03%
275
-100
71
$21K 0.03%
888
72
$20K 0.03%
+218
73
$19K 0.03%
500
74
$19K 0.03%
1,082
75
$19K 0.03%
+718
1 2
3
4 5